QuickBooks
QuickBooks setup and cleanup
A chart of accounts that fits how you actually work, duplicate accounts merged, and past transactions brought back into line, by a certified QuickBooks ProAdvisor in Fountain Hills.
What you get
What a cleanup actually involves
Most QuickBooks files are not broken so much as neglected. The work is methodical rather than dramatic, and it is finite.
A chart of accounts rebuilt around your trade, not a generic template
Duplicate and unused accounts merged or retired
Uncategorized transactions worked through and assigned properly
Bank and credit card feeds reconnected and reconciled
Opening balances corrected against real statements
Undeposited funds cleared out
Old outstanding items on the reconciliation resolved
A written note of what was wrong and what changed
Sound familiar?
Signs a file needs this
The reconciliation has a difference nobody can explain.
There are three accounts that all mean the same thing.
Undeposited funds has been growing for a year.
Your CPA keeps sending the file back with questions.
Who it is for
Files that drifted, and files that never started right
A cleanup is a one-time project with a defined end. After it, you either keep the file yourself or hand it over. Both are fine.
New business, new file
Moving off spreadsheets
Inherited from a previous bookkeeper
Desktop to Online migration
Years of do-it-yourself entries
The CPA sent it back
Getting ready for a loan or a sale
Getting started
How a cleanup runs
01
Free consultation
A call about the file, how it got this way, and what you need it to do. No charge and no pitch.
02
File review and quote
Robert goes through the file and comes back with what is wrong and what the cleanup costs, before any work starts.
03
The cleanup
The work happens against the agreed scope, with questions batched so you are not interrupted daily.
04
Handover or hand off
You get the clean file and a written note of what changed. Keep it yourself, or let Robert maintain it monthly.
Questions
QuickBooks questions we get asked
How long does a cleanup take?
It depends entirely on how many months are affected and how many transactions sit in them. Robert gives you a timeline along with the quote after reviewing the file, rather than guessing at it beforehand.
Can you fix it without me stopping work?
Yes. Cleanup happens alongside your normal operations. You will get questions along the way, because some transactions only you can identify, but they come in batches rather than one at a time.
Should I move from Desktop to Online?
Sometimes, and sometimes not. It depends on how you work and which features you rely on. Robert works in both and has no reason to push you either way, so you will get a straight answer rather than a sales one.
Do I have to keep paying after the cleanup?
No. A cleanup is a one-time project and it ends. Many clients do stay on for monthly bookkeeping afterwards, because a clean file is cheap to keep clean and expensive to let slide again, but that is your call to make.
What does ProAdvisor certification actually mean?
It means Intuit has tested and certified Robert on QuickBooks, and that he is listed in their public directory of advisors. It is a credential you can go and verify yourself rather than take on trust.
Service area
QuickBooks help across the East Valley
Robert focuses on seven cities around Fountain Hills, but QuickBooks file work is remote, so businesses farther out are welcome too. There is nothing to drop off.
Get in touch
Want the file looked at?
Book a free consultation with Robert. He will tell you what shape the file is in before you commit to anything.
Book a free consultationPhone
Hours
Monday to Friday, 9am to 5pm Arizona time.